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We know how important is for you to have your data and your business results. Reading your dashboard is very simple - follow the next tutorial to find out how!

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1. Dashboard Basics

The dashboard has multiple functions you’ll be able to see things such as:

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E. Minutes your office has saved during the billing cycle.

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2. Filter results by functionality/workflow

In the second section called “Filters“, you’ll be able to filter by workflow.
There are 3 main workflows:

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You can also see the above results by a date rate (week, month, and year).

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3. Workflow metrics

First, you’ll see the number of appointments during the period chosen in Filters.

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Displays the count of patients whose appointments were managed by Holly, detailing the number of patients who didn't show up, rescheduled or cancelled, or attended their appointments.

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Reschedules by Holly

It's based on the number of appointments rescheduled by Holly and classifies them according to how many Shows the reason for rescheduling appointments:
How many appointments were rescheduled because patients did not show up for their appointment, were bumped (cancelled by the office) , declined by the patient or showed upor patients had declined to attend.

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Appointments by period

Details the scheduling of appointments within the selected period as specified in the filters, including the dates and quantities of these appointments.

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